Jack Gelnak

PREMIER WEALTH ADVISORS

Woodland Hills, CA 91367

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CRD#: 3005144

Professional summary

Jack Gelnak, AIF®, who also goes by Jack Alex Gelnak, is a registered financial advisor currently at PREMIER WEALTH ADVISORS, INC. located in Woodland Hills, California.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jack has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Alex Gelnak

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LICENSED TO SELL INSURANCE PRODUCTS THROUGH PREMIER CAPITAL MANAGEMENT INSURANCE SERVICES, INC./ 80 HOURS PER MONTH WITH 0 DURING TRADING HOURS. LICENSED TO SELL MORTGAGE AND REAL ESTATE PRODUCTS THROUGH PREMIER CAPITAL MORTGAGE AND REALTY, INC. / 60 HOURS PER MONTH WITH 0 DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Gelnak's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 31, 2019 - Present

PREMIER WEALTH ADVISORS, INC.

Office #1: 6200 Canoga Ave. Suite 202, Woodland Hills, CA 91367

RIA

CRD#: 146676

Woodland Hills, CA

Past

June 15, 2009 - December 31, 2018

PREMIER WEALTH ADVISORS, INC.

RIA

RIA

CRD#: 121354

WOODLAND HILLS, CA

Past

February 6, 1998 - October 29, 2002

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/31/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/21/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/6/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/12/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/5/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/12/2002

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 4/2/1999

Investment Company Products/Variable Contracts Principal Examination

Current Firm

PREMIER WEALTH ADVISORS, INC.

JACK GELNAK | PREMIER WEALTH ADVISORS, INC.

CRD#: 146676 / SEC#:

California

Registered Investment Advisory firm - (1/31/2019 Approved)

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Contact information

Main Address

6200 Canoga Ave. Suite 202, Woodland Hills, CA 91367

Mailing Address

Phone number

(818) 888-4646

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	131
AUM (Assets Under Management)	$ 15,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jack Gelnak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Gelnak's CRS (Customer Relationship Summary).

Certified licenses

Experience

PREMIER WEALTH ADVISORS, INC.

GOLD COAST SECURITIES, INC.

GOLD COAST SECURITIES, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

INDEPENDENT CAPITAL MANAGEMENT

INDEPENDENT CAPITAL MANAGEMENT

SUNAMERICA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/21/1999

Series 63

Date: 3/6/1998

Series 7

Date: 8/12/1999

Series 6

Date: 2/5/1998

Series 24

Date: 7/12/2002

Series 26

Date: 4/2/1999

Current Firm

PREMIER WEALTH ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PREMIER WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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